Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 7601 | Coign Capital Advisors LLC | $190M | Q1 2026 | 5/14/2026 | 80 |
| 7602 | Western Standard LLC | $190M | Q1 2026 | 5/5/2026 | 23 |
| 7603 | Resolute Capital Asset Partners LLC | $190M | Q1 2026 | 5/15/2026 | 41 |
| 7604 | Harspring Capital Management, LLC | $190M | Q1 2026 | 5/13/2026 | 14 |
| 7605 | Harrington Investments, INC | $190M | Q1 2026 | 4/13/2026 | 84 |
| 7606 | Camarda Financial Advisors, LLC | $190M | Q1 2026 | 5/14/2026 | 104 |
| 7607 | West Coast Financial LLC | $190M | Q2 2014 | 8/6/2014 | 87 |
| 7608 | BEACONLIGHT CAPITAL, LLC | $190M | Q1 2026 | 5/14/2026 | 34 |
| 7609 | Smallwood Wealth Investment Management, LLC | $190M | Q1 2026 | 4/22/2026 | 527 |
| 7610 | Sheridan Capital Management, LLC | $190M | Q1 2026 | 4/28/2026 | 31 |
| 7611 | Bradley & Co. Private Wealth Management, LLC | $190M | Q1 2026 | 5/13/2026 | 215 |
| 7612 | Laurel Wealth Planning LLC | $190M | Q1 2026 | 4/23/2026 | 59 |
| 7613 | Pacific Point Advisors, LLC | $190M | Q1 2026 | 5/4/2026 | 133 |
| 7614 | SECOR Capital Advisors, LP | $190M | Q2 2014 | 7/23/2014 | 225 |
| 7615 | AllSquare Wealth Management LLC | $189M | Q3 2025 | 1/12/2026 | 539 |
| 7616 | Steffes Financial, Ltd. | $189M | Q1 2026 | 5/15/2026 | 32 |
| 7617 | Acasta Partners UK LLP | $189M | Q2 2026 | 7/6/2026 | 18 |
| 7618 | Fearless Solutions, LLC dba Best Invest | $189M | Q2 2026 | 7/21/2026 | 139 |
| 7619 | PRAGMA GESTAO DE PATRIMONIO LTD | $189M | Q1 2026 | 5/14/2026 | 18 |
| 7620 | Horizon Family Wealth, Inc. | $189M | Q1 2026 | 5/8/2026 | 88 |
| 7621 | North Berkeley Wealth Management, LLC | $189M | Q1 2026 | 5/15/2026 | 73 |
| 7622 | ARGYLL RESEARCH, LLC | $189M | Q2 2014 | 8/6/2014 | 4 |
| 7623 | Granite FO LLC | $189M | Q2 2026 | 7/15/2026 | 171 |
| 7624 | SANDER CAPITAL ADVISORS INC | $189M | Q2 2026 | 7/16/2026 | 13 |
| 7625 | MARK SHEPTOFF FINANCIAL PLANNING, LLC | $189M | Q1 2026 | 5/11/2026 | 510 |
| 7626 | FFG RETIREMENT ADVISORS LLC | $189M | Q2 2026 | 7/9/2026 | 43 |
| 7627 | SENZAR ASSET MANAGEMENT, LLC | $189M | Q1 2014 | 5/15/2014 | 18 |
| 7628 | Wasserstein Management, L.P. | $189M | Q1 2026 | 5/15/2026 | 4 |
| 7629 | MPWM ADVISORY SOLUTIONS, LLC | $189M | Q1 2026 | 5/13/2026 | 577 |
| 7630 | PTM WEALTH MANAGEMENT, LLC | $189M | Q1 2026 | 4/8/2026 | 56 |
| 7631 | CoreFirst Bank & Trust | $189M | Q1 2026 | 6/3/2026 | 290 |
| 7632 | Strive Financial Group ,LLC | $189M | Q1 2026 | 5/15/2026 | 762 |
| 7633 | THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | $188M | Q1 2026 | 7/9/2026 | 50 |
| 7634 | Ledgewood Wealth Advisors, LLC | $188M | Q2 2026 | 7/8/2026 | 77 |
| 7635 | Jones Kertz & Associates, Inc. | $188M | Q1 2026 | 4/23/2026 | 66 |
| 7636 | Beckerman Institutional, LLC | $188M | Q1 2026 | 5/4/2026 | 121 |
| 7637 | American Alpha Advisors, LLC | $188M | Q1 2026 | 5/14/2026 | 96 |
| 7638 | Axis Wealth Partners, LLC | $188M | Q1 2026 | 4/24/2026 | 174 |
| 7639 | KEYNOTE FINANCIAL SERVICES LLC | $188M | Q1 2026 | 5/13/2026 | 174 |
| 7640 | Breithorn Capital Management | $188M | Q1 2014 | 5/15/2014 | 54 |
| 7641 | PSP Research LLC | $188M | Q2 2026 | 7/9/2026 | 75 |
| 7642 | Everstar Asset Management, LLC | $188M | Q1 2026 | 4/16/2026 | 186 |
| 7643 | CLEARFIELD CAPITAL MANAGEMENT LP | $188M | Q1 2026 | 5/15/2026 | 17 |
| 7644 | Starwood Capital Group Management, L.L.C. | $188M | Q1 2026 | 5/15/2026 | 6 |
| 7645 | ABLES, IANNONE, MOORE & ASSOCIATES, INC. | $188M | Q2 2026 | 7/13/2026 | 62 |
| 7646 | Simon Charitable Public LLC | $188M | Q2 2014 | 8/1/2014 | 3 |
| 7647 | Destiny Capital Corp/CO | $188M | Q1 2026 | 5/11/2026 | 53 |
| 7648 | Independence Wealth Advisors, LLC | $188M | Q1 2026 | 4/20/2026 | 90 |
| 7649 | St. Louis Financial Planners Asset Management, LLC | $188M | Q2 2026 | 7/7/2026 | 30 |
| 7650 | Thoma Capital Management LLC | $188M | Q2 2026 | 7/16/2026 | 53 |
| 7651 | Aspen Wealth Strategies, LLC | $187M | Q1 2026 | 5/8/2026 | 89 |
| 7652 | Boomfish Wealth Group, LLC | $187M | Q1 2026 | 4/22/2026 | 87 |
| 7653 | RAPTOR CAPITAL MANAGEMENT LP | $187M | Q1 2014 | 5/15/2014 | 39 |
| 7654 | Chokshi & Queen Wealth Advisors, Inc | $187M | Q1 2026 | 5/15/2026 | 64 |
| 7655 | Wingate Wealth Advisors, Inc. | $187M | Q1 2026 | 5/1/2026 | 121 |
| 7656 | McAlister, Sweet & Associates, Inc. | $187M | Q2 2026 | 7/13/2026 | 41 |
| 7657 | Wall Street Financial Group, Inc. | $187M | Q2 2026 | 7/13/2026 | 120 |
| 7658 | Carroll Investors, Inc | $187M | Q1 2026 | 5/15/2026 | 31 |
| 7659 | BEACON ADVISORS HOLDINGS, LLC | $187M | Q1 2026 | 4/27/2026 | 37 |
| 7660 | LTS Liquid Investments LLC | $187M | Q2 2026 | 7/17/2026 | 8 |
| 7661 | Darwins River Capital, LP | $187M | Q1 2026 | 5/15/2026 | 38 |
| 7662 | HOGE FINANCIAL SERVICES, LLC | $187M | Q1 2026 | 4/20/2026 | 72 |
| 7663 | Whalen Wealth Management Inc. | $187M | Q1 2026 | 4/13/2026 | 174 |
| 7664 | AMANSA CAPITAL PTE. LTD. | $187M | Q1 2026 | 4/30/2026 | 2 |
| 7665 | Hurley Capital, LLC | $187M | Q1 2026 | 5/6/2026 | 673 |
| 7666 | DSC Advisors, L.P. | $187M | Q1 2014 | 5/15/2014 | 53 |
| 7667 | Oakum Bay Capital LLC | $187M | Q1 2026 | 5/14/2026 | 88 |
| 7668 | SummerHaven Investment Management, LLC | $187M | Q2 2026 | 7/21/2026 | 192 |
| 7669 | Financial Designs Corp | $187M | Q2 2026 | 7/10/2026 | 41 |
| 7670 | Bay Capital Advisors, LLC | $187M | Q2 2026 | 7/21/2026 | 108 |
| 7671 | Adirondack Capital Advisors, LLC | $186M | Q2 2026 | 7/10/2026 | 45 |
| 7672 | Signature Equity Partners, LLC | $186M | Q1 2026 | 5/13/2026 | 1,550 |
| 7673 | Cederberg Capital Ltd | $186M | Q1 2026 | 5/15/2026 | 11 |
| 7674 | Optimus Capital Advisors, LLC | $186M | Q2 2026 | 7/16/2026 | 43 |
| 7675 | Battery Global Advisors, LLC | $186M | Q1 2026 | 5/14/2026 | 154 |
| 7676 | Aubrey Capital Management Ltd | $186M | Q1 2026 | 5/5/2026 | 50 |
| 7677 | LYNWOOD PRICE CAPITAL MANAGEMENT LP | $186M | Q1 2026 | 4/21/2026 | 14 |
| 7678 | Rings Capital Management LLC | $186M | Q1 2026 | 5/15/2026 | 7 |
| 7679 | BANTAMAC CAPITAL, LLC | $186M | Q1 2026 | 5/11/2026 | 74 |
| 7680 | STRATEGIC VALUE BANK PARTNERS LLC | $186M | Q1 2026 | 4/28/2026 | 14 |
| 7681 | CADENCE BANK NA | $186M | Q2 2014 | 8/4/2014 | 157 |
| 7682 | Meixler Investment Management, Ltd. | $186M | Q1 2026 | 5/6/2026 | 93 |
| 7683 | Pacific Wealth Management | $186M | Q1 2026 | 5/5/2026 | 20 |
| 7684 | General Partner, Inc. | $186M | Q2 2026 | 7/6/2026 | 234 |
| 7685 | Kearns & Associates LLC | $186M | Q1 2026 | 4/20/2026 | 40 |
| 7686 | Spectrum Strategic Capital Management, LLC | $186M | Q1 2026 | 5/14/2026 | 76 |
| 7687 | Loudon Investment Management, LLC | $186M | Q1 2026 | 5/11/2026 | 95 |
| 7688 | Novak & Powell Financial Services, Inc. | $186M | Q1 2026 | 5/14/2026 | 164 |
| 7689 | PACIFIC FINANCIAL GROUP INC | $186M | Q1 2026 | 5/14/2026 | 87 |
| 7690 | Graney & King, LLC | $186M | Q1 2026 | 5/18/2026 | 370 |
| 7691 | Northland Capital Management LLC | $186M | Q2 2026 | 7/21/2026 | 30 |
| 7692 | Financial Alternatives, Inc | $185M | Q1 2026 | 5/1/2026 | 79 |
| 7693 | PINNEY & SCOFIELD, INC. | $185M | Q1 2026 | 5/15/2026 | 243 |
| 7694 | J HAGAN CAPITAL, INC. | $185M | Q1 2026 | 5/12/2026 | 83 |
| 7695 | Capasso Planning Partners LLC | $185M | Q1 2026 | 5/27/2026 | 73 |
| 7696 | Valley Financial Group, Inc. | $185M | Q1 2026 | 5/15/2026 | 63 |
| 7697 | PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | $185M | Q2 2026 | 7/6/2026 | 39 |
| 7698 | SEIDMAN LAWRENCE B | $185M | Q2 2014 | 8/11/2014 | 26 |
| 7699 | WINCAP FINANCIAL LLC | $185M | Q2 2026 | 7/9/2026 | 91 |
| 7700 | Integrated Financial Solutions, Inc. | $185M | Q2 2026 | 7/16/2026 | 36 |
| 7701 | Byrne Asset Management LLC | $185M | Q2 2026 | 7/7/2026 | 594 |
| 7702 | WALNUT PRIVATE EQUITY PARTNERS, LLC | $185M | Q2 2026 | 7/7/2026 | 15 |
| 7703 | PANORAMIC INVESTMENT ADVISORS, LLC | $185M | Q1 2026 | 5/12/2026 | 130 |
| 7704 | Farrell Financial LLC | $185M | Q2 2026 | 7/10/2026 | 83 |
| 7705 | Positano Wealth Management Ltd | $185M | Q2 2026 | 7/20/2026 | 24 |
| 7706 | Arcadia Wealth Management, Inc. | $185M | Q1 2026 | 5/14/2026 | 55 |
| 7707 | GOLDMAN CAPITAL MANAGEMENT INC | $185M | Q1 2014 | 5/14/2014 | 31 |
| 7708 | Kellett Wealth Advisors, LLC | $184M | Q1 2026 | 5/4/2026 | 79 |
| 7709 | MRWM Advisors, LLC | $184M | Q1 2026 | 4/20/2026 | 74 |
| 7710 | Forum Finance Group S.A. | $184M | Q1 2026 | 5/7/2026 | 321 |
| 7711 | ZynergyRetirementPlanningLLC | $184M | Q2 2026 | 7/17/2026 | 26 |
| 7712 | Stephenson & Company, Inc. | $184M | Q1 2026 | 5/12/2026 | 43 |
| 7713 | ARRIEN INVESTMENTS, INC. | $184M | Q1 2026 | 4/27/2026 | 46 |
| 7714 | CASTLEKEEP INVESTMENT ADVISORS LLC | $184M | Q1 2026 | 5/11/2026 | 66 |
| 7715 | Index Venture Growth Associates V Ltd | $184M | Q1 2026 | 5/15/2026 | 3 |
| 7716 | CINQUE PARTNERS LLC | $184M | Q1 2014 | 6/2/2014 | 42 |
| 7717 | GSI Capital Advisors LLC | $184M | Q1 2026 | 5/14/2026 | 29 |
| 7718 | P SCHOENFELD ASSET MANAGEMENT LP | $184M | Q1 2026 | 5/15/2026 | 35 |
| 7719 | Tassel Capital Management, Inc. | $184M | Q1 2026 | 4/21/2026 | 37 |
| 7720 | Ervin Investment Management, LLC | $184M | Q2 2026 | 7/14/2026 | 47 |
| 7721 | NEW CENTURY INVESTMENT MANAGEMENT, INC | $184M | Q2 2014 | 7/18/2014 | 86 |
| 7722 | Nutshell Asset Management Ltd | $184M | Q1 2026 | 5/14/2026 | 35 |
| 7723 | KMT WEALTH MANAGEMENT, LLC | $184M | Q1 2026 | 5/12/2026 | 17 |
| 7724 | Institutional Venture Management XII, LLC | $184M | Q2 2014 | 8/11/2014 | 1 |
| 7725 | RFP Financial Group LLC | $184M | Q1 2026 | 5/13/2026 | 85 |
| 7726 | Ameraudi Asset Management, Inc. | $184M | Q1 2026 | 5/15/2026 | 42 |
| 7727 | SARD WEALTH MANAGEMENT GROUP, LLC | $184M | Q1 2026 | 4/10/2026 | 60 |
| 7728 | Eliot Finkel Investment Counsel, LLC | $184M | Q1 2026 | 4/27/2026 | 32 |
| 7729 | Monashee Investment Management LLC | $184M | Q1 2026 | 5/13/2026 | 45 |
| 7730 | Investments & Financial Planning, LLC | $184M | Q1 2026 | 5/11/2026 | 36 |
| 7731 | Kure Advisory, LLC | $184M | Q1 2026 | 4/16/2026 | 56 |
| 7732 | General Catalyst Group Management, LLC | $184M | Q1 2026 | 5/15/2026 | 12 |
| 7733 | HERBST GROUP, LLC | $183M | Q2 2026 | 7/9/2026 | 65 |
| 7734 | BCO Wealth Management LLC | $183M | Q2 2026 | 7/14/2026 | 45 |
| 7735 | Motiv8 Investments LLC | $183M | Q4 2025 | 2/13/2026 | 1,068 |
| 7736 | Cascade Investment Advisors, Inc. | $183M | Q2 2026 | 7/15/2026 | 113 |
| 7737 | GLR Partners, LLC | $183M | Q1 2026 | 5/13/2026 | 101 |
| 7738 | Oxford Wealth Group, LLC | $183M | Q1 2026 | 5/11/2026 | 88 |
| 7739 | Kamunting Street Capital Management, L.P. | $183M | Q1 2026 | 5/15/2026 | 28 |
| 7740 | Babb Wealth Advisors LLC | $183M | Q1 2026 | 5/14/2026 | 19 |
| 7741 | McDonough Capital Management, Inc | $183M | Q1 2026 | 5/13/2026 | 50 |
| 7742 | GIOVINE CAPITAL GROUP LLC | $183M | Q2 2014 | 8/8/2014 | 46 |
| 7743 | Ring Mountain Capital, LLC | $183M | Q1 2026 | 4/30/2026 | 95 |
| 7744 | SUTTON PLACE INVESTORS LLC | $183M | Q1 2026 | 4/22/2026 | 136 |
| 7745 | Quantedge Capital Pte Ltd | $183M | Q1 2026 | 5/12/2026 | 51 |
| 7746 | Claris Financial LLC | $183M | Q1 2026 | 5/18/2026 | 178 |
| 7747 | Ampersand Capital Group, L.P. | $183M | Q1 2026 | 5/15/2026 | 7 |
| 7748 | Insight Inv LLC | $183M | Q1 2026 | 4/27/2026 | 104 |
| 7749 | Passumpsic Savings Bank | $183M | Q4 2025 | 2/5/2026 | 90 |
| 7750 | WESPAC Advisors, LLC | $183M | Q1 2026 | 4/28/2026 | 178 |
| 7751 | Stegner Investment Associates Inc. | $183M | Q1 2026 | 4/30/2026 | 29 |
| 7752 | MWA Asset Management | $183M | Q1 2026 | 5/13/2026 | 126 |
| 7753 | Legacies Wealth LLC | $183M | Q2 2026 | 7/22/2026 | 109 |
| 7754 | CERTIOR FINANCIAL GROUP, LLC | $183M | Q2 2026 | 7/20/2026 | 146 |
| 7755 | MEMBERS WEALTH LLC | $182M | Q2 2026 | 7/9/2026 | 120 |
| 7756 | Trivant Custom Portfolio Group, LLC | $182M | Q1 2026 | 5/14/2026 | 82 |
| 7757 | STERLING INVESTMENT MANAGEMENT, LLC | $182M | Q2 2026 | 7/21/2026 | 66 |
| 7758 | WISCONSIN CAPITAL MANAGEMENT LLC | $182M | Q1 2026 | 5/12/2026 | 51 |
| 7759 | Shotwell Rutter Baer Inc | $182M | Q2 2026 | 7/21/2026 | 38 |
| 7760 | Brewster Financial Planning LLC | $182M | Q2 2026 | 7/14/2026 | 30 |
| 7761 | R Squared Ltd | $182M | Q1 2026 | 4/29/2026 | 477 |
| 7762 | Dempze Nancy E | $182M | Q1 2026 | 5/14/2026 | 104 |
| 7763 | Cosner Financial Group, LLC | $182M | Q1 2026 | 5/1/2026 | 34 |
| 7764 | CAPITAL FINANCIAL GROUP INC\CO\ /ADV | $182M | Q1 2026 | 4/27/2026 | 106 |
| 7765 | TILIA FIDUCIARY PARTNERS, INC. | $182M | Q1 2026 | 4/9/2026 | 115 |
| 7766 | Stevens First Principles Investment Advisors | $182M | Q2 2014 | 8/7/2014 | 222 |
| 7767 | Anderson Financial Strategies, LLC | $182M | Q1 2026 | 5/14/2026 | 32 |
| 7768 | Wilkins Miller Wealth Management, LLC | $182M | Q2 2026 | 7/21/2026 | 95 |
| 7769 | Elefante Mark B | $182M | Q1 2026 | 5/14/2026 | 66 |
| 7770 | Cladis Investment Advisory, LLC | $182M | Q1 2026 | 5/15/2026 | 159 |
| 7771 | HFG Wealth Management, LLC | $182M | Q1 2026 | 4/22/2026 | 50 |
| 7772 | Baring Financial LLC | $182M | Q2 2026 | 7/8/2026 | 86 |
| 7773 | Hidden Cove Wealth Management, LLC | $182M | Q2 2026 | 7/21/2026 | 133 |
| 7774 | Fort Henry Capital, LLC | $182M | Q2 2026 | 7/15/2026 | 17 |
| 7775 | Retirement Wealth Solutions LLC | $181M | Q2 2026 | 7/7/2026 | 811 |
| 7776 | Dominguez Wealth Management Solutions, Inc. | $181M | Q2 2026 | 7/9/2026 | 75 |
| 7777 | Addis & Hill, Inc | $181M | Q2 2026 | 7/7/2026 | 29 |
| 7778 | Clearwave Capital, LLC | $181M | Q2 2026 | 7/17/2026 | 166 |
| 7779 | VestGen Investment Management | $181M | Q1 2026 | 5/12/2026 | 216 |
| 7780 | Abingworth LLP | $181M | Q1 2014 | 5/21/2014 | 13 |
| 7781 | RIDGECREST WEALTH PARTNERS, LLC | $181M | Q1 2026 | 4/22/2026 | 96 |
| 7782 | Nova Wealth Management, Inc. | $181M | Q2 2026 | 7/13/2026 | 570 |
| 7783 | Nolet Wealth Management, LLC | $181M | Q2 2026 | 7/10/2026 | 112 |
| 7784 | Invicta Capital Management, LLC | $181M | Q1 2014 | 5/15/2014 | 23 |
| 7785 | American Trust Investment Advisors, LLC | $181M | Q1 2026 | 5/15/2026 | 76 |
| 7786 | Tower Wealth Partners, Inc. | $181M | Q1 2026 | 5/8/2026 | 87 |
| 7787 | Valor Management LLC | $181M | Q1 2026 | 5/13/2026 | 5 |
| 7788 | Clayton Financial Group LLC | $181M | Q2 2026 | 7/20/2026 | 65 |
| 7789 | KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | $181M | Q1 2026 | 4/23/2026 | 93 |
| 7790 | AF Advisors, Inc. | $181M | Q1 2026 | 5/1/2026 | 26 |
| 7791 | MB Generational Wealth, LLC | $181M | Q1 2026 | 5/4/2026 | 66 |
| 7792 | My Portfolio Guide, LLC | $181M | Q1 2026 | 5/5/2026 | 166 |
| 7793 | Asset Management Advisors, LLC | $181M | Q2 2026 | 7/2/2026 | 17 |
| 7794 | Ballast Rock Private Wealth LLC | $181M | Q1 2026 | 4/16/2026 | 177 |
| 7795 | Rochester Wealth Strategies, LLC | $181M | Q2 2026 | 7/22/2026 | 27 |
| 7796 | Frazier Financial Advisors, LLC | $181M | Q1 2026 | 5/5/2026 | 836 |
| 7797 | Laurel Grove Capital, LLC | $181M | Q2 2014 | 7/15/2014 | 94 |
| 7798 | Deer VI & Co. LLC | $181M | Q2 2014 | 8/4/2014 | 3 |
| 7799 | Hamrick Investment Counsel, llc | $180M | Q1 2026 | 5/11/2026 | 359 |
| 7800 | Upper Left Wealth Management, LLC | $180M | Q2 2026 | 7/14/2026 | 73 |